Kids Savings Plan
Your younger child or your grandchildren can now plan on buying a home and not renting when they retire, because you care to make it happen with wealth accumulation, living benefits protection, and tax free later year access to wealth with market protection all the way!
Invest For Your Child’s Future
With this simple plan using IRS rule 7702, you are able to harness all of the peace of mind and advantages that you want to help protect your loved one and your hard earned money.
Services We Provide
Improve Your Kids Future
Savings accumulation tax free
Use the financial market plan that gives compound interest participating in equity and/or bond indexes with a zero percent floor to meet retirement needs or the costs of education in the future for a child or grandchild.
Financial Wealth
You can fund your child or grandchild’s policy starting at $35 per month. You will be handing off the ball to them at the right age and they will be learning how to accomplish true wealth all along the way. You are therefore also giving the gift of financial education when it counts.
Diagnosed with an Illness
No parent wants to ever think their child would be diagnosed with a illness but it does happen. This plan comes with an insurance component that specifically pays a living benefit that would go to assist in any additional costs over above your existing health plan.
For example a plan can cover if the child was ever diagnosed with critical, chronic or terminal illness. Most child coverage start with $50,000.00 and increases on it’s own over time or by sooner arrangements.
Legacy to Grandparents
Grandparents with meeting information from parents can be owners of the policy while the insured is the grandchild so allowing for a tax free legacy and protection plan. Learn more by reading the brochure offered on this site and see if you are able to fund a plan. Plans start as low as $35 per month. Give yourself some time to see the illustration. Don’t know what an illustration is? Learn what that is on this web site!
Child Policy From Early Age
You will be making the child the ’insured‘ while you are the owner. As owner, you have access to the funds that you put in monthly or quarterly as you let it all grow over the years. You can transfer the ownership at the right time to the child. All wealth access will be accessible under IRS Rule 7702, TAX free access! If no funds are accessed by you as owner, you will be able to hand off the ball to your child/grandchildren. Learn how you can keep the legacy moving along and growing until your loved one reaches retirement ( e.g. age 65 or 70). There is a trust strategy to keep it going without principal invasion to assure wealth accumulation for education, lifetime income, or to buy the house upon retirement.
Why Choose Us
Our insurance experts bring you life protection.
EasyProcess System
We are able to assist you place your application to get it approved using Zoom with you, telephone and in person visits which comes after you are fully educated.
Save Your Money
Saving money and allowing it to grow with compound interest and with tax free benefit is the plan now — what direction do you think income taxes are going?
Satisfaction Guarantee
Put a real umbrella over yourself and loved ones with your hard earned income with market protection and a sophisticated choice of carrier.
Schedule a time to ZOOM or Speak and get
your no cost Tailored Illustration
+1 9513785670
Joseph Donnantuoni
CMPTM
Life Insurance License CA:
0e28471
“FRC℠, Inc. has ownership of the FRC℠ logo, and the FRC℠ and Federal Retirement Consultant℠ symbols within the United States, which it grants to those individuals who successfully complete and maintain certification.”